+7,343.6%
CB vs LUV
+1,045.2%
+6,298.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +2.9% | +1.1% | +1.8% | +2.6% |
| 30D | +7.3% | +14.2% | -6.9% | +3.5% |
| 3M | +9.4% | +0.6% | +8.8% | +8.8% |
| 6M | +19.6% | +15.1% | +4.6% | +13.9% |
| YTD | +21.5% | +10.2% | +11.3% | +15.1% |
| 1Y | +28.0% | +38.4% | -10.4% | +14.0% |
| 3Y | +74.9% | +107.5% | -32.6% | +32.5% |
| 5Y | +108.1% | +1.1% | +107.0% | +88.0% |
| 10Y | +251.8% | +16.0% | +235.8% | +189.8% |
| All | +7,343.6% | +1,045.2% | +6,298.4% | +3,087.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling